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Given yesterday’s update, assuming clinical success, Vabysmo should be the absolute floor on what commercial uptake to expect. Takeout value is 4x peak. $OCUL won’t change hands for less than $12b.
$idya down 4% at open, makes zero sense but feel that those with patience to hold through q4 will be rewarded
$OCUL I keep thinking about how $KOD reached $6bb in mkt cap before they card flipped (failed) trial results for #wetamd. Look at you $OCUL at $2.1bb and 5 months-ish to go.
Hmm not ideal. I do think $OCUL has a better asset, a better team, and judging by the relative marketcap so does the market.
$4.4b annualised - if $OCUL proves itself with Axpaxli this is the benchmark. Not out of question for Axpaxli to change hands for $15b. Stars would need to align - but it’s within the realm of possibilities.
Posted this more than a year ago $OCUL
Very interesting regulatory take on $OCUL, $EYPT & $CLSD and their wAMD Phase 3 strategies retinatoday.com/articles/2025-…
retinatoday.com
FDA Guidance: What it Means for AMD Trials - Retina Today
Industry leaders discuss the shifts in clinical trial designs and their recent interactions with the FDA.
Has a huge position in $MIST. Knew it was a binary, knew it was high risk. Holding on to all of it at a massive unrealised loss. It will get approved. Hopefully in 12 months. Issue (obviously) is financing overhang, and with a $40m mcap there’s no other way than brutal dilution..
$MIST for the bulls. Launch timeline expectation, is quicker than I thought. But I wanted to add, FDA changed the goalposts (after) the NDA was submitted and approved. Milestone may get quicker / kinder treatment because of this. It should in theory be fine. IMO
$MIST this will clearly get to market, question is now what sort of time this review cycle will take. Benchmarks anyone?
Made an absurdly intricate spreadsheet to answer question of: "why did this credible person pick this company for the @pawcio2009 #Biopick2025 contest?" Catalysts for 53 co's from prev winners / "100% club" Shared this with smaller group here already docs.google.com/spreadsheets/d…
Here is your starting lineup for the #Biopick2025 contest. Please let me know if you see any discrepancies and I’ll correct. I’ll pin this tweet for easy access. As always, good luck, you’ll need every bit of it 🍻: drive.google.com/file/d/1zp-EWD…
BREAKING: Trump picks Johns Hopkins surgeon Makary to run FDA statnews.com/2024/11/22/tru… via @statnews
Accurate take
The biggest threat to the UK economy is that it is now undesirable for anyone who can confidently produce anything to want to live under this tax regime.
if you're pro-america, you are pro-pharma. WE make the world's medicines. WE make the world's breakthroughs. pharma isnt perfect, but provides millions of high paying, scientific jobs. very few of the world's amazing drugs would exist without us. pharma hate has to stop. (1/2)
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